Dynamics 365 Functional Lead

Trust Automation•San Luis Obispo, CA

2h•$131,000 - $160,000

About The Position

The Dynamics 365 Finance and Operations Functional Lead will serve as Trust Automation’s in-house ERP expert and strategic advisor. This position will lead the optimization and expansion of the D365 F&O platform, working directly with business users to configure solutions, streamline processes, and implement integrations that enhance financial, operational, and manufacturing capabilities. This position will partner with business stakeholders across finance, manufacturing, supply chain, and operations to continuously improve D365 F&O implementation, identify process inefficiencies, implement solutions, and drive system adoption across the organization. As the Functional Lead, this position will be the voice of D365 F&O, acting as a bridge between business needs and technical solutions. The role will guide Trust Automation through system enhancements, integrations such as PLM, MES, Field Service, and CRM, while ensuring the ERP platform supports our precision manufacturing operations and systems engineering approach.

Requirements

Bachelor's degree or equivalent work experience in Computer Science, Accounting, Management Information Systems, Business Administration, or related field.
8+ years of experience in the implementation, functional support, and auditing of D365 F&O systems as a consultant and end user
Proven experience in full-cycle ERP implementations, upgrades, and migrations
Strong knowledge of manufacturing processes including production control, MRP planning, BOMs, routing, and shop floor control
Experience with financial modules: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Cash & Bank Management
Proficiency with Lifecycle Services (LCS), Azure DevOps, and RSAT (Regression Suite Automation Tool)
Experience with integrations using REST APIs, OData, dual-write, and Azure services
An understanding of the Agile development framework and knowledge of leveraging Azure DevOps within the SDLC process
An understanding of the SCRUM methodology for tracking issues and enhancements
Understanding of workflow design and approval hierarchies in D365 F&O
Deep understanding of ERP architecture and data flow across modules
Ability to troubleshoot complex system issues and identify root causes
Analytical mindset with strong problem-solving capabilities
Excellent verbal and written communication skills for both technical and non-technical audiences
Ability to facilitate meetings with executives, managers, and end-users
Strong stakeholder management and relationship-building skills
Hearing and speaking to exchange information in person, on the telephone or virtually.
Dexterity of hands, fingers, and wrist to operate a computer keyboard, calculator or assemble/manufacture intricate items.
Seeing to read a variety of materials.
Sitting or standing for extended period of time
Physical agility to lift 20 pounds to shoulder height.
Physical agility to lift, carry, push, or pull objects.

Nice To Haves

Microsoft Dynamics 365 certifications in Finance and Operations, Supply Chain Management, or related modules (highly preferred).
Preferred experience in Finance, Supply Chain, and/or Project Management modules
Knowledge of Power Platform (Power BI, Power Automate, and Power Apps) and F&O integration
Knowledge of best practices in D365 F&O development and system configuration
Experience with X++ development, extensions, and customizations
May participate in the identity verification process to access secure client or government portals by authorizing certified supplier or customer management platforms to obtain information from your personal credit profile or other information, solely to verify your identity.

Responsibilities

Serve as the primary functional expert and point of contact for D365 F&O across the organization.
Partner with business stakeholders to identify opportunities where D365 F&O can improve efficiency and reduce overhead.
Provide functional guidance and best practice recommendations to end users and management.
Lead cross-functional initiatives to enhance system adoption and optimize business processes.
Collaborate with technical resources to ensure solutions align with business requirements.
Configure and optimize Microsoft Dynamics 365 Finance & Operations modules including:
Financials: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Dimensions.
Supply Chain Management: Inventory Management, Procurement and Sourcing, Sales and Marketing.
Production Control: Discrete and process manufacturing, production orders, job costing, shop floor execution.
Master Planning: Planning Optimization engine, MRP, demand forecasting.
Project Management and Accounting: Project tracking, resource scheduling, project costing.
Work with technical resources to ensure any enhancements or customizations meet user requirements without jeopardizing application performance.
Verify and sign-off on all enhancements, parameter changes, and customizations prior to releasing them to end users for final testing.
Review customizations and extensions to validate they meet functional requirements and business process needs.
Perform system administration tasks including security role design, user management, and environment maintenance.
Define business requirements, document functional specifications, and translate them into system configurations.
Conduct fit-gap analysis sessions with stakeholders across finance, operations, manufacturing, and supply chain functions.
Identify at-risk processes within the Company's current business process model and provide viable solutions.
Identify opportunities for process improvement and automation within D365 F&O.